Senior Universal Banker

Creative Financial Staffing (CFS); Madison (WI); On-site; USD 48,000 - 52,000; Full time

Job summary

A leading financial services company seeks a Senior Universal Banker in Madison, WI. The role involves providing personalized banking services, enhancing client relationships, and ensuring compliance with regulations. Ideal candidates will have prior banking experience, alongside excellent communication skills, and the opportunity for growth into senior leadership roles. The company also offers competitive benefits, including paid time off to volunteer and student loan payback.

Benefits

Voted as a top workplace by Wisconsin state journal and Madison square magazine!

Student loan payback

Paid time off to volunteer

3 weeks PTO to start

Opportunity to grow into a senior leadership role.

Qualifications

• Previous experience in banking or financial services.
• Excellent customer service and communication skills.
• Ability to work efficiently in a fast-paced, team-oriented environment.

Responsibilities

• Provide personalized banking services and financial solutions to clients.
• Assist customers with account openings, loan applications, and other financial transactions.
• Proactively identify opportunities to promote banking products and services.
• Develop and maintain strong client relationships to enhance customer satisfaction.
• Ensure compliance with banking policies, regulations, and security procedures.

Skills

Customer service

Communication

Efficiency in fast-paced environments

Education

Experience in banking or financial services

Job description

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Creative Financial Staffing (CFS) provided pay range

This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$48,000.00/yr - $52,000.00/yr

• Voted as a top workplace by Wisconsin state journal and Madison square magazine!
• Student loan payback
• Paid time off to volunteer
• 3 weeks PTO to start
• Strong team in place and currently experiencing a ton of growth!
• Opportunity to grow into a senior leadership role.
  

Salary: $48,000-$52,000

Work Perks

• Voted as a top workplace by Wisconsin state journal and Madison square magazine!
• Strong benefits:
• Student loan payback
• Paid time off to volunteer
• 3 weeks PTO to start
• Strong team in place and currently experiencing a ton of growth!
• Opportunity to grow into a senior leadership role.
  

Responsibilities Of The Senior Universal Banker

• Provide personalized banking services and financial solutions to clients.
• Assist customers with account openings, loan applications, and other financial transactions.
• Proactively identify opportunities to promote banking products and services.
• Develop and maintain strong client relationships to enhance customer satisfaction.
• Ensure compliance with banking policies, regulations, and security procedures.
  
  

Qualifications For The Senior Universal Banker

• Previous experience in banking or financial services.
• Excellent customer service and communication skills.
• Ability to work efficiently in a fast-paced, team-oriented environment.
  
  

#ZRCFS

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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